A client asked you to look at Rivalta.
They are asking you, as a CPA, to decide whether Rivalta Wealth would improve the work you already do together. This is not an endorsement made on your behalf.
Evaluate the method. Keep the judgment.
Rivalta Wealth examines a household across investment, tax, estate, insurance, business, and real-estate considerations. Each applicable area develops findings from the same facts. It then tests where those findings reinforce one another, where they conflict, what must happen first, and which assumptions could change the result. The output is a reviewable decision brief, not a score.
What remains yours.
You remain responsible for tax positions, filings, and the advice you sign. Rivalta does not prepare returns, take filing positions, or stand between you and professional standards.
Rivalta does not replace tax software, your workpapers, or licensed legal, insurance, or investment advice. It does not ask you to surrender professional judgment or review responsibility.
Inspect the method without sending a client roster.
A demonstration can use household facts without the client's legal name, street address, tax identifier, or account number. The professional keeps the connection to the real person in their own records.
How to look.
Inspect a synthetic household demonstration. Challenge the first finding you agree with and the first one you reject. That shows more than a polished walkthrough.
Review the method on a synthetic household, then decide whether a limited evaluation is warranted.